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Portfolio (Quarterly) Guide ↗

SageGuard Financial Group, LLC

· CIK 0001861378
13F Portfolio $712M AUM 211 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 46 New 54 Added 98 Reduced 12 Exited
Page 5 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOC NORTHROP GRUMMAN CORP Industrials 4,481.0 $2.3M 0.32% +47.0 +1.1% $509.31 +8.2%
82 BERKSHIRE HATHAWAY INC DEL 3.0 $2.2M 0.32% $748850.00
83 TMFE RBB FD INC 73,892.0 $2.2M 0.31% -231K -75.8% $29.53 +4.2%
84 BUFT FIRST TR EXCHNG TRADED FD VI 79,037.0 $2.0M 0.29% -31K -27.9% $25.89 +1.6%
85 THEQ T ROWE PRICE EXCHANGE-TRADED 66,998.0 $2.0M 0.28% NEW $29.88 +1.3%
86 WES WESTERN MIDSTREAM PARTNERS L Energy 44,477.0 $1.9M 0.27% -522.0 -1.2% $43.76 +10.5%
87 VTI VANGUARD INDEX FDS 5,028.0 $1.9M 0.26% +78.0 +1.6% $370.01 +2.2%
88 CR CRANE COMPANY Industrials 8,009.0 $1.8M 0.25% -1K -14.4% $223.08 -6.6%
89 MRK MERCK & CO INC Healthcare 13,061.0 $1.7M 0.24% -1K -8.5% $128.50 +18.7%
90 LUV SOUTHWEST AIRLS CO Industrials 32,620.0 $1.7M 0.24% NEW $51.42 -21.5%
91 TT TRANE TECHNOLOGIES PLC Industrials 3,225.0 $1.6M 0.22% NEW $491.16 -7.7%
92 QYLD GLOBAL X FDS 83,425.0 $1.5M 0.22% -44K -34.5% $18.43 -0.6%
93 AXP AMERICAN EXPRESS CO Financial Services 4,496.0 $1.5M 0.21% -219.0 -4.6% $338.22 -0.7%
94 OHI OMEGA HEALTHCARE INVS INC Real Estate 31,333.0 $1.5M 0.21% -7K -17.5% $47.68 -2.2%
95 VUG VANGUARD INDEX FDS 16,117.0 $1.4M 0.20% +10K +165.1% $86.14 +1.6%
96 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,710.0 $1.3M 0.19% -5K -66.6% $496.73 +10.3%
97 HD HOME DEPOT INC Consumer Cyclical 3,699.0 $1.3M 0.18% -646.0 -14.9% $352.69 -4.8%
98 JNJ JOHNSON & JOHNSON Healthcare 4,833.0 $1.2M 0.17% -92.0 -1.9% $253.97 +6.4%
99 GOOGL ALPHABET INC Communication Services 2,933.0 $1.0M 0.15% +153.0 +5.5% $357.34 -3.5%
100 MPC MARATHON PETE CORP Energy 3,982.0 $1.0M 0.14% -256.0 -6.0% $255.67 +41.1%
Page 5 of 11  ·  211 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.6%
Financial Services 15.0%
Consumer Defensive 14.5%
Industrials 12.5%
Consumer Cyclical 8.8%
Energy 6.8%
Utilities 6.5%
Healthcare 4.9%
Communication Services 4.1%
Basic Materials 1.8%